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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS5 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $6,308 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $247,324 | $55,446+346.1% | $155,574+59.0% | $74,429+232.3% |
| Participation rate | 98.0% | 61.9%+36.1pp | 78.2%+19.8pp | 67.2%+30.8pp |
| Annual return | 15.51% | 269.20%-253.7pp | 64.87%-49.4pp | 1368.38%-1352.9pp |
| Employer contribution / active EE | $6,440 | $2,266+184.2% | $4,676+37.7% | $2,625+145.3% |
| Participant deferral / active EE | $6,626 | $2,836+133.6% | $5,629+17.7% | $4,348+52.4% |
| Admin fee / account holder | $51 | $1,743-97.1% | $15,914-99.7% | $1,944-97.4% |